Client Management: The Importance of Treatment Planning

By Lori Vargas, founder of 360 Wellness Education

As a wellness practitioner, your ultimate goal is to help your clients achieve optimal health and well-being. In this fast-paced and ever-changing industry, simply providing services is no longer enough. That's why the trend in client management is shifting towards a more comprehensive and personalized approach: treatment planning.

Treatment planning is about more than providing a service for your clients. It's about getting to know your clients, understanding their objectives, and determining the right treatment for them that day, but also looking at the future and what else needs to be done. This approach allows you to partner with your clients as a wellness practitioner and aid them in achieving their goals.

You are not only talking about the present treatment, but also future treatments and when they need to come back in for scheduling. You also advise on home care, including product recommendations and tips on activities such as stretching and body mechanics. You may even suggest different facial routines or other regimens to help your clients achieve their overall objectives.

By implementing treatment planning, you will be able to build closer relationships with your clients and enhance their experience. This approach can also benefit your business by helping you retain clients and increase customer satisfaction. So if you want to stay ahead of the curve and revolutionize your client care, start implementing treatment planning today.

Interested in learning more? The online courses below can help you grow your skills while you earn CEUs!

Advanced Education Courses

Client Management: Wellness Provider & Service Interaction

Earn 2 CEUs with this guide to Client Relationship Management, enhancing the relationship between the client and the Wellness Provider during service interactions.

Client-Centric 6-Factor Method

Earn 2 CEUs with this course. The 6-Factor method aims to help businesses understand and prioritize their clients' needs, wants, and expectations to improve service and increase customer satisfaction.

About Lori Vargas, MBA (she, her, hers)

Lori Vargas, founder of 360 Wellness Education, has over 20 years in the spa industry as a founder of multiple spas, a massage school, and as a spa consultant. She also has 14 years of experience guiding Fortune 500 Companies with corporate strategies and business development. Lori holds a CPA and MBA from the University of Chicago.

To complement her online 360 Wellness Education courses, Lori has created an educational community focused on connections and growth through 360 Wellness Education CORE Membership. This membership provides easy access to affordable on-demand advanced education, live webinars (sip & learn style), Facebook private group, newsletters, and live events. Follow on Instagram at @360WellnessEducation .

In addition to CORE Membership and her other online courses, Lori offers 360 Business Workshops. This live webinar series focuses on business start-up and development, sharing valuable insight, advice, and templates to jumpstart business growth and maximize success.

Universal Companies is proud to have a team of experienced spa advisors on staff and welcomes you to consult with our professionals about spa products and supplies, including ingredients, equipment, and retail. Dedicated to the success of spa professionals everywhere, we're grateful to be recognized with the American Spa Magazine Professional's Choice Award, Favorite Distributor of the Year for many consecutive years. (Thank you!)

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